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20121027
20121104
Search Results 0 to 14 of about 15 (some duplicates have been removed)
of a lot of the defensive sectors in the s&p 500 as you made note over in the past. we see a lot of the typically defensive sectors now trading at multiples two or three times above the larger broader markets, and actually that's worrying. >> tom: couldn't the kind of situation we're seeing on the eastern seaboard, though, the short term economic of the destruction that we're seeing -- forget the rebuilding for now. couldn't that lead to a more defensive stance on the parliament of shareholders? >> it could, but that would probably be to exit those markets or to enter more safe securities f. that were to be the case tomorrow, again, you would be headed to our staples neighborhoods rjs the dividend producing ighbhood and e exception of utilities given their hit in this storm. look, it's the end of the month. we've been off two days. tell be an interesting day to watch. >> tom: very interesting. do you wind up buying, though, if you see the initial reaction moving lower? i guess if you're moving away from defensive areas are you looking for growth and where are you going to find it
defense of amazon and its spending on expansion pls will improve profit margins in the future.n cable and media giant comcast hit gold with the summer olympics on its n.b.c. channels. comcast is the parent company of n.b.c., and the summer games brought in more than $1 billion in extra evenue in the third quarter. comcast's earnings per shareev matched wall street estimates. it lt fewet cable t.v. subscribers than expected, while adding more internet subscribers. the news helped comcast shares jump 3.3% to a record high. the company's n.b.c. broadcast business had been a drag, but with some ratings wins, comcast. today said it believes it's seeing the beginning of a turnaround at the network. meantime, the summer olympics hurt business at coinstar, the operator of the red box d.v.d. ental kiosks. new movie releases slowed during the olympics, hurtinl its d.v.d. business. third quarter revenue was disappointing and its forecast was weaker than expected. still, shares were able to shake off the discouraging news trt rise 2.8% on heavier than usual volume. add drug giant merck to the lis
like materials would do well, so we want to be not overweight the defensives. we want to play continued economic recovery. >> tom: looking for growth there, rob, how about it, is it on your buy list as well? >> you know, i'm not so sure i like overweighting technology at this point. it has come a long way. and i think it might take a little bit of a breather. consumer discretionaries i think should hold up prty well. materials, i like it i would actually for the first time in many years put a toe in the water in financial. i think you might see a little overperformance there, after the drama of the end of this year, beginning of 2-13 is behind us. might be a good opportunity to buy some of the things that get thrown out with the drama and fiscal cliff. >> a lot of those banks have been thrown out, certainly over the past several years. guys, we have to leave it there. a couple of market pros from the midwest, scott ren with wells fargo and rob stein withaser assetmanager. >> tom: sandy has brought some modes of transportation to a stand still across the mid- atlantic and northeastern u.
Search Results 0 to 14 of about 15 (some duplicates have been removed)

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